Financial Synergies Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-114	Closed	-$25.8K	–	410
2024 Q1	$25.8K	Hold	114	–	–	﹤0.01%	172
2023 Q4	$13.2K	Hold	114	–	–	﹤0.01%	169
2023 Q3	$18K	Hold	114	–	–	﹤0.01%	185
2023 Q2	$19.3K	Hold	114	–	–	﹤0.01%	176
2023 Q1	$16.9K	Hold	114	–	–	﹤0.01%	197
2022 Q4	$13.2K	Hold	114	–	–	﹤0.01%	169
2022 Q3	$12.1K	Hold	114	–	–	﹤0.01%	146
2022 Q2	$13.3K	Buy	+114	New	+$15.4K	﹤0.01%	153

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Synergies Wealth Advisors's SOXX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 114 shares — an estimated $25.8K sold.

Financial Synergies Wealth Advisors first reported a position in SOXX in Q2 2022 and held it in 8 quarters. The position peaked at $25.8K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 114 iShares Semiconductor ETF shares in Q2 2024, an estimated $25.8K.
Financial Synergies Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares Semiconductor ETF position peaked at $25.8K in Q1 2024.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.